Working with Other Professionals In and Outside of Your Firm

• What are the new ethical obligations for supervision of law firm staff?
• Lawyers avoiding assisting the unauthorized practice of law
• Checklists for training firm personnel in communication, confidentiality, and calendaring duties
• Firms working with new Legal Paraprofessionals and the scope of their authority.
• The line between “education” and “advice” when LDPs consult with lawyers
• LDP delivery of document services within the regulations.
• How LDPs can save a firm (and their clients) money.

Presenters:

Lynda Shely, The Shely Firm

John Phelps, Pathfinder Executive Consulting

Katie Bryant, Executive Director, Udall Shumway

Linda Grau, Desert Financial Credit Union, AZCLDP

Cancellations: the cost of the CLE will be credited to your MCBA account if the CLE is canceled in one of the two manners listed below:

 1) MCBA cancels or postpones the CLE or

 2) At least two business days prior to the program, MCBA receives your cancellation, in writing, via email at (cle@maricopabar.org). Please note a $25.00 administrative fee applies. 

If you registered and paid, but could not attend, you may request that materials be sent to you, free of charge.